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BLPAX: AMERICAN FUNDS BALANCED PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 17.63 0.09(0.51%) May 14
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (9%) |
Start Date: | 05/24/2012 |
Last Dividend Date: | 03/25/2024 |
12-Mo. Yield | 2.42% |
Expenses | 0.58% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/24/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 5.2 | 15.5 | 3.9 | 8.2 | 6.7 | 8.2 | 13.9 | -13.6 | 13.9 | 13.1 | 19.5 | -4.6 | 16.7 | 3.5 | 0.6 | 6.6 | 18.1 | 10.0 |
Sharpe Ratio | NA | 1.29 | 1.32 | 0.07 | 0.48 | 0.53 | 0.71 | 1.16 | -1.03 | 1.68 | 0.64 | 2.55 | -0.61 | 3.94 | 0.37 | 0.06 | 0.95 | 2.43 | 2.06 |
Draw Down(%) | NA | 3.9 | 8.0 | 20.6 | 23.2 | 23.2 | 23.2 | 8.0 | 20.6 | 3.6 | 23.2 | 3.6 | 12.2 | 1.4 | 6.6 | 8.2 | 5.0 | 5.7 | 3.7 |
Standard Deviation(%) | NA | 7.8 | 8.1 | 10.7 | 12.8 | 10.6 | 10.2 | 8.4 | 14.6 | 8.2 | 20.1 | 7.1 | 9.6 | 4.1 | 8.9 | 9.0 | 7.0 | 7.4 | 8.4 |
Treynor Ratio | NA | 0.11 | 0.12 | 0.01 | 0.07 | 0.06 | 0.08 | 0.11 | -0.17 | 0.15 | 0.13 | 0.19 | -0.06 | 0.2 | 0.03 | 0.01 | 0.07 | 0.17 | 0.16 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.02 |
Beta | NA | 0.91 | 0.93 | 0.9 | 0.93 | 0.94 | 0.95 | 0.89 | 0.89 | 0.93 | 0.96 | 0.97 | 0.94 | 0.82 | 1.06 | 1.01 | 1.01 | 1.05 | 1.06 |
RSquared | NA | 0.94 | 0.93 | 0.94 | 0.95 | 0.94 | 0.94 | 0.92 | 0.95 | 0.91 | 0.97 | 0.93 | 0.92 | 0.64 | 0.88 | 0.94 | 0.94 | 0.93 | 0.95 |
Yield(%) | N/A | 0.3 | 2.4 | 4.0 | 4.5 | 4.1 | N/A | 2.6 | 4.9 | 5.4 | 2.8 | 4.4 | 4.2 | 3.9 | 1.3 | 3.5 | 2.3 | 2.0 | 1.4 |
Dividend Growth(%) | N/A | -87.2 | -58.2 | 31.9 | 56.2 | N/A | N/A | -56.7 | -2.2 | 109.1 | -25.4 | -6.3 | 23.5 | 200.0 | -63.0 | 58.6 | 31.8 | 57.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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